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BK Plus
PORTFOLIO — financial SERVICES BK Plus Provider of accounting & business advisory services to SMEs and OMBs. Key Facts Initial investment: 28/09/2023 Sector – Financial Services Fund — Buyout Fund IV Status — Current Investment Highlights Shaun Knight, CEO of BK Plus Shaun came from a Banking background before moving into Corporate Finance and leading…
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My Pension Expert
PORTFOLIO — financial SERVICES My Pension Expert My Pension Expert is the UK’s leading at-retirement adviser, with its telephone and video-based services allowing the company to provide financial advice on a national scale. Key Facts Initial investment: 20/05/2022 Sector – Financial Services Fund — Buyout Fund IV & Impact Fund I Status — Current Investment…
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Suntera Global
PORTFOLIO — FINANCIAL SERVICES Suntera Global Suntera Global is a leading international provider of fund administration and corporate and trust services. Key Facts Initial investment: 17/06/2019 Sector – Financial Services Fund — Buyout Fund III Status — Realised Investment highlights David Hudson – Group CEO Suntera David has been with Suntera since 2005, during which…
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WEALTH at work
PORTFOLIO — Financial SERVICES WEALTH at work WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace. Key Facts Initial investment: 04/11/2011 Sector – Financial Services Fund — Buyout Fund I Status — Realised Investment Highlights Investment Team
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Wren Sterling
PORTFOLIO — FINANCIAL Services Wren Sterling Wren Sterling is an independent financial advisory business serving both private and corporate clients across the UK. Key Facts Initial investment: 17/04/2015 Sector – Financial Services Fund — Buyout Fund II Status — Realised Investment highlights Investment Team
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John Charcol
PORTFOLIO — FINANCIAL SERVICES John Charcol John Charcol is one of the UK’s leading independent mortgage brokers. Key Facts Initial investment: 17/03/2015 Sector – Financial Services Fund — Buyout Fund II Status — Current Investment highlights Investment Team
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MoneyPlus Group
PORTFOLIO — FINANCIAL SERVICES MoneyPlus Group MoneyPlus Group is a leading consumer financial services group. The business offers a range of services to improve a consumer’s financial situation including debt management plans and IVAs. The company also offers legal services to its clients. Key Facts Initial investment: 04/06/2011 Sector – Financial Services Fund — Buyout…
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Chase Templeton
PORTFOLIO — FINANCIAL SERVICES Chase Templeton Chase Templeton is a private medical and group risk insurance broker focusing on the SME and private individual sectors. Key Facts Initial investment: 10/01/2013 Sector – Financial Services Fund — Buyout Fund II Status — Realised Investment highlights Investment Team
